Senior Executive Assistant

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Oversee the executive calendar, manage emails, and handle daily administrative tasks.

• Ensure that all delegated tasks are accomplished without the need for repeated reminders.

• Provide daily updates to confirm task completions and their current status.

• Transform ideas, discussions, and priorities into organized plans, checklists, and timelines.

• Take ownership of projects from conception through to execution and finalization.

• Develop and sustain scalable operational systems and maintain documentation.

• Review contracts for accuracy and ensure timely uploads (24–48 hour turnaround SLA).

• Coordinate transactions utilizing SkySlope.

• Support CRM processes with BoldTrail.

• Maintain documentation that is ready for compliance and create audit trails.

• Assist agents with technical troubleshooting and provide system guidance.

• Help prepare onboarding documentation and training resources.

• Keep structured onboarding and operational checklists updated.

• Facilitate smooth transitions between processes and team members.

• Deliver clear, structured updates regarding ongoing tasks and initiatives.

• Prepare materials for weekly coaching calls and summaries of agent performance.

• Monitor agent metrics and contribute to monthly performance reports.

• Proactively escalate issues when obstacles arise.

• Identify and highlight promising leads for follow-up.

• Conduct initial outreach as necessary (this is a non-closing role).

• Ensure prompt routing of leads to leadership for follow-up.

• Handle updates on social media and posts recognizing agents’ achievements.

• Aid retention strategies through communication and engagement initiatives.

⛳️ Requirements

• A minimum of 5 years of experience as an Executive Assistant, Operations Coordinator, or in a similar position.

• Proficient in English (strong comprehension is essential — not merely conversational fluency).

• Familiarity with CRMs or transaction systems (such as BoldTrail, SkySlope, or comparable platforms).

• Demonstrated ability to work independently with minimal oversight.

• Excellent organizational and project management capabilities.

• Exceptional attention to detail and a strong commitment to follow-through.

• Comfortable operating in fast-paced, dynamic environments.

• Strong written and verbal communication abilities.

• Availability to work across US time zones (alignment with Central Time is preferred).

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and growth.

• Flexible working hours and remote work options.

• Comprehensive health and wellness benefits.

• Supportive and collaborative team environment.